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  2. CHATTANOOGA GOODWILL INDUSTRIES, INC.
Sponsor portfolioTH

CHATTANOOGA GOODWILL INDUSTRIES, INC.

EIN 62-0544853-government administration-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$1.2M premiums
Participants
567
6104 PRESERVATION DRIVE - CHATTANOOGA, TN 37416423-629-2501LinkedIn1-10 employeesgovernment administration
Plans on this EIN
2 filings
#001401k-$1.8M - 301 part#505Fully Insured-$1.2M - 273 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$169K
  • Vision$169K
  • Life$169K
  • Short-term disability$169K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • RYAN ROTHROCK37%
  • BROWN & BROWN INSURANCE SERVICES30%
  • PATRICIA BERGER20%
  • MARSH & MCLENNAN AGENCY LLC13%
Total $98K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOODWILL INDUSTRIES OF THE GREATER CHATTANOOGA AREA 401(K) PLAN & TRUST

401k

Assets$1.8M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CHATTANOOGA GOODWILL INDUSTRIES, INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.2M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOODWILL INDUSTRIES OF THE GREATER CHATTANOOGA AREA 401(K) PLAN & TRUST401k$1.8M3012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CHATTANOOGA GOODWILL INDUSTRIES, INC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.2M2732025
Retirement plans
Welfare plans
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